Wealth Planner

Location: Cincinnati, OH; office-based

Company

hirify.global provides banking and wealth management services.

What you will do

• Lead financial planning engagements for clients with a net worth of $1–10M.
• Conduct discovery conversations to identify client goals, values, and financial objectives.
• Develop, present, and review customized plans covering retirement, tax, estate, investment, and risk management strategies.
• Partner with wealth advisors on client relationship management and plan implementation.
• Mentor and train wealth advisors on financial planning and discovery techniques.
• Ensure plans meet compliance requirements and reflect the firm’s planning philosophy.

Requirements

• Bachelor’s degree.
• At least 8 years of experience in financial planning or wealth management.
• Strong interpersonal and communication skills.
• Strong coaching and presentation abilities.
• Ability to stay current with industry trends, tax laws, and planning strategies.

Nice to have

• CFP® designation.

Culture & Benefits

• Office-based workplace arrangement.
• Certain positions may be eligible for flexible work arrangements combining office and work-from-home work.
• Equal opportunity employer.
• Exempt position not eligible for overtime pay.